Asset Panda Integration with HappyFox Help Desk

Asset Panda is a customizable asset management platform that helps organizations track and manage various types of assets.

The HappyFox Help Desk + Asset Panda integration enables a one-way sync from Asset Panda to HappyFox, importing assets as read-only, managed entities. This allows agents to associate tickets and contacts with relevant asset information to streamline support workflows.

Applicable Plans: ✔ Pro ✔ Enterprise Pro ✔ All Unlimited agents plan

Key Capabilities:

• Sync Devices from Asset Panda: Devices tracked in Asset Panda are automatically synchronized into HappyFox Help Desk to ensure consistent and up-to-date asset information.
• Associate Tickets with Devices: Tickets in HappyFox can be linked to specific devices imported from Asset Panda, providing context for faster and more accurate resolutions.
• Associate Contacts with Devices: Contacts can be linked to an asset, enabling agents to view ownership and streamline communication.

How to Integrate Asset Panda with HappyFox:

Step 1: Install the App

• Log in to your HappyFox Help Desk account.
• Navigate to Apps → All Apps → Asset Panda.
• Click Install below the Asset Panda logo.

Step 2: Authenticate Your Account

• Under Integrate your Asset Panda account, provide (Asset Panda Email & Password):
  • Email
  • Password
    
• Click Save to authenticate.

Step 3: Configure Asset Mapping:

• After authentication, a configuration dialog will appear.
• Select:
  • Asset Group: Choose the group in Asset Panda you wish to sync.
  • Asset Name Field: Field that holds the asset name.
  • Unique ID Field: Field containing a unique identifier for each asset.

Note: Only one Asset Panda group can be synced per integration. If the Unique ID field contains duplicate values, previously synced assets will be overridden.

Managed Asset Types

• A managed asset type will be created in HappyFox – Asset Panda
• View these under Assets → Settings → Asset Types.
• Each managed type will display an icon indicating its source.
• Managed asset types are read-only and cannot be edited or deleted.
• You may configure:
  • Contact association
  • Ticket association
  • Asset quantity per ticket

Asset synchronization runs automatically at the end of each day.

Managed Asset Fields:

• A new section called Asset Panda will be available under:
  • Assets → Settings → Asset Fields
• Fields under this group are read-only and cannot be edited or deleted.
• You may:
  • Add custom fields using the “+” icon beside the asset type name.
  • Clone, edit, or delete any custom fields (non-managed).

Managed Assets in HappyFox:

• Synced assets appear under their respective managed asset types in the Assets module.
• Assets imported from Asset Panda display an icon that links directly to the asset detail page in Asset Panda.
• Managed assets cannot be edited or deleted.
• You may still:
  • Clone managed assets.
  • Manually add and manage non-synced assets.
• View:
  • Assigned contacts from the right-side Contact component.
  • Associated tickets from the Recent Tickets section.

Enabling or Disabling the Integration

To disable the integration:

• Go to the Asset Panda app page in HappyFox.
• Click Disable this app to stop syncing assets.

To re-enable:

• Click Enable this app under the integration status section.

Important:
Disabling or deleting the app in Asset Panda does not remove or un-sync previously imported assets from HappyFox Help Desk.